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Deals & Recruiting

Deals & Recruiting Roundup: Savant, Hightower, Osaic And More

Acquisitions By Savant, Wealth Enhancement, Hightower, Aspen Standard, Carson And MCF; J.C. Flowers Backing Accelerated Wealth; Recruiting By Osaic; Sowell Partners With Altruist; Mercer Launches Women’s Practice; And Appointments By Cambridge And Wealth.com.

By WSR Newsroom

/ 10 Mar 2026

Deals & Recruiting Roundup: Savant, Hightower, Osaic And More

Readers' Favorites

Private Markets, Independence And Why AI Fails

Plus Our WSRIA And Deals & Recruiting Roundups, Surveys On AI And Legacy Planning, Sustainable Organic Growth, Integrated’s Business Owner Move, Sagient’s New CIO And Seven Bridges’ Launch

By Larry Roth

/ 4 Mar 2026

Private Markets, Independence And Why AI Fails

Deals & Recruiting

WSRIA Roundup: MAI, Hamilton Lane, Aerodigm, Summit, Arax And More

Acquisitions By MAI, Bluespring, Waverly, CW Advisors And Arax; ECHELON’s M&A Report; Summit’s Merger With Premier; Aerodigm’s Launch; Appointments By Sowell And Composition; And Research By F2 And Hamilton Lane

By WSR Newsroom

/ 3 Mar 2026

WSRIA Roundup: MAI, Hamilton Lane, Aerodigm, Summit, Arax And More

Deals & Recruiting

Deals & Recruiting Roundup: Constellation Wealth, Beacon Pointe, Docupace, EP Wealth And More

M&A By Constellation Wealth, Beacon Pointe, Docupace And EP Wealth; Integrated Private Wealth Launches; Recruiting By Osaic, CAPTRUST And NewEdge; FPA Partners With Snappy Kraken; Gerber Kawasaki Selects Altruist; And Leadership Appointments By Sagient, Docupace And Beacon Pointe

By WSR Newsroom

/ 3 Mar 2026

Deals & Recruiting Roundup: Constellation Wealth, Beacon Pointe, Docupace, EP Wealth And More

Letters From Larry

WSR Honors Black Industry Leaders For Fifth Year

Plus Our Wealthtech And Deals & Recruiting Roundups, Personalization At Scale, Seminars, Private Markets, Appointments By World And Sowell, Orion Partners On Insurance And Ascentis Adds A Firm

By Larry Roth

/ 25 Feb 2026

WSR Honors Black Industry Leaders For Fifth Year

Wealthtech

Wealthtech Roundup: F2 Strategy, Osaic, BX Partners, Prudential And More

News Featuring F2 Strategy, Osaic, BX Partners, Prudential, Oasis, Kestra, AdvisorEngine, Orion, Focal, Altruist, And Wealth.com.

By WSR Newsroom

/ 24 Feb 2026

Wealthtech Roundup: F2 Strategy, Osaic, BX Partners, Prudential And More

Deals & Recruiting

Deals & Recruiting Roundup: MAI, Integrated Pension, LPL, Mercer And More

Acquisitions By MAI, Integrated Pension And Ascentis; Minority Stake By Elevation Point; Recruiting By LPL, Raymond James And Osaic; Simplicity Partners With LPL; And Appointments By Sowell, World, Mercer And AE Wealth.

By WSR Newsroom

/ 24 Feb 2026

Deals & Recruiting Roundup: MAI, Integrated Pension, LPL, Mercer And More

Letters From Larry

Regulatory Requirements, Insurance Conferences And SEC Exam Priorities

Plus Our Investments And Deals & Recruiting Roundups, Our Newly Launched RIA News Roundup, CRM Research, Acquisitions By FMG And Bluespring, And Cerity’s Merger

By Larry Roth

/ 18 Feb 2026

Regulatory Requirements, Insurance Conferences And SEC Exam Priorities

Investment Solutions

Investments Roundup: Janus, iCapital, Empower, Morningstar And More

News Featuring Janus, iCapital, Empower, Morningstar, Cerulli, OneDigital, HFR, Hamilton Lane, Envestnet, AssetMark And PPB.

By WSR Newsroom

/ 17 Feb 2026

Investments Roundup: Janus, iCapital, Empower, Morningstar And More

Deals & Recruiting

Deals & Recruiting Roundup: Bluespring, LPL, McKinsey, Mariner And More

Acquisitions By Bluespring And CAPTRUST; Research By ECHELON; McKinsey Sells MIO; Cerity Merges With Verus; Aerodigm Launches; Recruiting By LPL And Raymond James; Mariner Partners With State Street; And Appointments By FMG, Composition And Mercer.

By WSR Newsroom

/ 17 Feb 2026

Deals & Recruiting Roundup: Bluespring, LPL, McKinsey, Mariner And More

Deals & Recruiting

WSRIA Roundup: Choreo, Cetera, Beacon Pointe, DeVoe, Farmers And More

Acquisitions By Corient, Choreo, Cetera, Beacon Pointe And Creative Planning; M&A Reports By DeVoe And Berkshire; Elevation Point Staking Forta Wealth; Farmers Launching An RIA; And Appointments By World, Hightower And Sowell

By WSR Newsroom

/ 12 Feb 2026

WSRIA Roundup: Choreo, Cetera, Beacon Pointe, DeVoe, Farmers And More

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